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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,366 | $106,864-47.3% | $147,318-61.7% | $82,637-31.8% |
| Participation rate | 68.8% | 75.5%-6.8pp | 82.1%-13.3pp | 68.1%+0.7pp |
| Annual return | 16.67% | 27.49%-10.8pp | 70.43%-53.8pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,089 | $3,417-38.8% | $4,593-54.5% | $2,552-18.1% |
| Participant deferral / active EE | $5,024 | $6,496-22.7% | $7,906-36.5% | $4,126+21.8% |
| Admin fee / account holder | $2,297 | $8,415-72.7% | $13,708-83.2% | $7,339-68.7% |